Financial Counselor

About the role

We are seeking a knowledgeable and compassionate Financial Counselor to help patients understand their insurance benefits and financial responsibilities. This patient‑facing role within a behavioral health environment requires compassion, empathy, patience, and emotional intelligence while assisting patients through challenging situations.

Responsibilities

• Verify insurance benefits and audit admission paperwork for accuracy and completeness.
• Review and update patient demographic and insurance information in the patient accounting system.
• Counsel patients and guarantors regarding insurance coverage, benefits, out‑of‑pocket costs, and payment options.
• Collect deductibles, copays, coinsurance, and other patient balances.
• Complete financial assistance applications and verify income and expense documentation.
• Prepare charity care, administrative adjustment requests, and payment arrangements as needed.
• Maintain collection, charity, and adjustment logs and review activity with leadership.
• Analyze account information and take appropriate action to support timely payment and reimbursement.

Qualifications

• High school diploma or equivalent required.
• 3+ years of experience in healthcare financial counseling, patient access, billing, or a related field; three years of collecting experience required, five years preferred.
• Extensive knowledge of Commercial Insurance, Medicare, and Medicaid.
• Strong customer service, communication, and problem‑solving skills.
• Ability to explain complex insurance and financial information to patients and families.
• Demonstrated compassion, empathy, patience, and emotional intelligence in patient interactions.